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Cedar Hill Associates’s JPMorgan Chase JPM Stock Holding History

Cedar Hill Associates’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$4.17M Sell
42,693
-18,260
-30% -$1.95M 1.6% 19
2018
Q3 		$6.88M Sell
60,953
-9,699
-14% -$1.1M 1.55% 24
2018
Q2 		$7.36M Sell
70,652
-7,520
-10% -$825K 1.53% 24
2018
Q1 		$8.6M Sell
78,172
-1,554
-2% -$176K 1.71% 21
2017
Q4 		$8.53M Sell
79,726
-3,902
-5% -$395K 1.48% 25
2017
Q3 		$7.99M Buy
83,628
+1,076
+1% +$99.2K 1.38% 31
2017
Q2 		$7.54M Sell
82,552
-3,870
-4% -$334K 1.57% 30
2017
Q1 		$7.59M Sell
86,422
-28,929
-25% -$2.55M 1.58% 32
2016
Q4 		$9.95M Sell
115,351
-109,917
-49% -$8.38M 1.67% 32
2016
Q3 		$15M Sell
225,268
-4,612
-2% -$301K 2.45% 19
2016
Q2 		$14.3M Buy
229,880
+58
+0% +$3.62K 2.45% 18
2016
Q1 		$13.6M Buy
229,822
+19,550
+9% +$1.14M 2.36% 20
2015
Q4 		$13.9M Buy
210,272
+976
+0.5% +$63.6K 2.44% 15
2015
Q3 		$12.8M Buy
209,296
+391
+0.2% +$25.6K 2.27% 13
2015
Q2 		$14.2M Buy
208,905
+272
+0.1% +$17.8K 2.23% 11
2015
Q1 		$12.6M Buy
208,633
+7,538
+4% +$446K 2.01% 15
2014
Q4 		$12.6M Sell
201,095
-5,926
-3% -$357K 1.99% 14
2014
Q3 		$12.5M Sell
207,021
-3,964
-2% -$232K 2.02% 14
2014
Q2 		$12.2M Buy
210,985
+2,617
+1% +$147K 1.92% 18
2014
Q1 		$12.7M Sell
208,368
-335
-0.2% -$19.4K 2.12% 13
2013
Q4 		$12.2M Sell
208,703
-1,008
-0.5% -$55.2K 2.17% 11
2013
Q3 		$10.8M Sell
209,711
-2,308
-1% -$124K 2.06% 10
2013
Q2 		$11.2M Buy
+212,019
New +$10.8M 2.2% 10

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cedar Hill Associates's JPM Position: Q4 2018 in Review

Cedar Hill Associates reduced its JPMorgan Chase (JPM) stake by 30% in Q4 2018, selling an estimated $1.95M and leaving 42,693 shares worth $4.17M. The position accounts for 1.6% of the portfolio, ranked #19.

Cedar Hill Associates first reported a position in JPM in Q2 2013 and has held it in 23 quarters since. The position peaked at $15M in Q3 2016. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Cedar Hill Associates held 42,693 shares of JPMorgan Chase worth $4.17M as of Q4 2018.
  • Cedar Hill Associates sold 18,260 JPMorgan Chase shares in Q4 2018, an estimated $1.95M.
  • JPMorgan Chase made up 1.6% of Cedar Hill Associates's portfolio in Q4 2018, its #19 holding.
  • Cedar Hill Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 23 quarters since.
  • Cedar Hill Associates's JPMorgan Chase position peaked at $15M in Q3 2016.
  • 2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.